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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,482 | $62,166+16.6% | $81,286-10.8% | $74,429-2.6% |
| Participation rate | 34.7% | 64.1%-29.3pp | 69.5%-34.8pp | 67.2%-32.5pp |
| Annual return | 10.09% | 16.50%-6.4pp | 24.80%-14.7pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $840 | $1,881-55.3% | $2,463-65.9% | $2,625-68.0% |
| Participant deferral / active EE | $1,212 | $3,223-62.4% | $3,883-68.8% | $4,348-72.1% |
| Admin fee / account holder | $17,863 | $1,925+828.2% | $5,764+209.9% | $1,944+818.7% |